How do I Connect Rebates to Pickups?
Rebates are cost adjustments tied to a specific service at a location. They are used when part of a vendor cost is passed back to the client as a credit.
Each rebate is linked to:
- A client company
- A location
- A service level
Pickups represent instances when waste materials were collected from a specific location by a hauler. They encompass details such as the pickup date and the weight of the materials gathered.
This guide explains how to link a Rebate to a Pickup in Discovery, either by attaching it to an existing pickup or creating a new one.
A Rebate and a Pickup have a 1-to-1 relationship. One rebate can connect to only one pickup.
When Can I Connect a Rebate to a Pickup?
You can make connect a rebate to a pickup:
- ✅ When creating a new Rebate
- ✅ When editing an existing Rebate (even if it has already been included on a client invoice or credit memo)
You cannot connect a Pickup to a Rebate from the Pickup edit page.
All linking and unlinking must be done from the Rebate page.
When creating a rebate, you will have the option to connect the rebate to a pickup. The options for connection are:
- New: Creates a new pickup using data from the rebate
- Existing: Select from a list of existing pickups
- None: Do not connect the rebate to a pickup at this time
Option 1: Create a New Pickup from the Rebate
If you choose New, Discovery will:
- Create a new Pickup
- Set the Pickup Source to:
Rebate - Automatically link it to the Rebate
How New Pickup Fields Are Set
| Property | What Happens |
|---|---|
| Disposal Method | Derived from service bin |
| Material Type | Must match rebate |
| Source | Rebate |
| Start Date | Prefilled with rebate date (editable) |
| End Date | Prefilled with rebate date (editable) |
| Times Emptied | Prefilled with 1 (editable) |
| Weight (Value & Unit) | Taken from rebate (not editable on pickup) |
| Weight is Estimated | Set to False (not editable) |
| Container Size | Derived from service bin |
| Cost | Negative rebate sale amount + taxes (not editable) |
| Estimated % Full | Set to null |
Option 2: Attach the Rebate to an Existing Pickup
If you choose Existing, you will be prompted with a list of eligible pickups.
The list of pickups is:
- filtered to display pickups from the same month as the Rebate Date.
- based on matching service (SSL) data
When attaching a pickup:
- You may select only ONE pickup.
- Click Connect.
What Gets Updated on an Existing Pickup?
When attaching to an existing pickup, the following rules apply:
| Property | What Happens |
|---|---|
| Disposal Method | Left as is |
| Material Type | Pickup updated to match material type in rebate |
| Source | Updated to Rebate |
| Start Date | Left as is |
| End Date | Left as is |
| Times Emptied | Left as is |
| Weight (Value & Unit) | Overwritten with rebate value |
| Weight is Estimated | Set to False (not editable) |
| Container Size | Left as is |
| Cost | Set to negative rebate sale amount + taxes (not editable) |
| Estimated % Full | Overwritten to null |
Option 3: Do Not Connect the Rebate to a Pickup
If you do not wish to connect a pickup at this time, you can still do so later by following these steps.
- On the rebate view page, click on Actions.
- Select whether you wish to:
- Connect to New Pickup
- Connect to Existing Pickup
When you remove the connection between a rebate and a pickup, the pickup data will revert to line item-generated data.
Viewing the Connection
When a Pickup is attached to a Rebate:
- The linked UUIDs are displayed (similar to how work orders attach to pickups).
- The relationship is clearly visible on the Rebate record.
Removing the Connection
Discovery allows you to remove the connection between a rebate and pickup. To do so, follow these steps.
- On the rebate view page, click on Actions.
- Select Remove Connection to Pickup.
Key Rules to Remember
-
A Rebate can connect to only one Pickup
Linking/unlinking is done only from the Rebate page
Attaching to an existing Pickup will:
- Overwrite weight
-
Mark the Pickup as manually modified
Creating a new Pickup will:
- Use the Rebate as the source
- Lock weight and cost fields
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.